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XYLD vs TFI

Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and SPDR(R) NUVEEN BLOOMBERG MUNICIPAL BOND ETF (TFI, ETF).

5-Year PerformanceXYLD has outperformed TFI, delivering a return of +7.7% compared to -0.1%

XYLD vs TFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XYLD
$3B
TFI
$3B
Expense Ratio
XYLD
0.60%
Winner
TFI
0.23%
Max Drawdown
XYLD
34.69%
Winner
TFI
18.31%
Sharpe Ratio
Winner
XYLD
1.87
TFI
0.68
5Y Beta
XYLD
0.64
Winner
TFI
0.02
P/E Ratio
XYLD
28.56
TFI
N/A
Forward P/E
XYLD
21.86
TFI
N/A
5Y Dividends CAGR
XYLD
0.24%
Winner
TFI
11.62%
5Y EPS CAGR
XYLD
28.63%
TFI
N/A
Debt to Equity
XYLD
29.38%
TFI
N/A
P/S Ratio
XYLD
3.58
TFI
N/A
P/B Ratio
XYLD
5.48
TFI
N/A

XYLD vs TFI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XYLD
+2.81%
TFI
+0.36%
3M
Winner
XYLD
+1.87%
TFI
-0.40%
6M
Winner
XYLD
+7.56%
TFI
+1.26%
1Y
Winner
XYLD
+17.29%
TFI
+5.91%
5Y(CAGR)
Winner
XYLD
+7.68%
TFI
-0.09%
10Y(CAGR)
Winner
XYLD
+8.32%
TFI
+1.47%
Max(CAGR)
Winner
XYLD
+8.14%
TFI
+3.03%

XYLD vs TFI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearXYLDTFI
2026+3.34%+0.65%
2025+8.28%+3.44%
2024+19.45%+0.05%
2023+11.03%+5.43%
2022-12.48%-10.05%
2021+20.21%+0.33%
2020-1.44%+5.61%
2019+20.99%+7.26%
2018-7.25%+0.58%
2017+16.08%+5.61%
2016+8.87%-0.19%
2015+0.47%+3.31%
2014+8.61%+9.57%
2013+13.95%-3.97%
2012N/A+6.36%
2011N/A+13.23%
2010N/A-0.21%
2009N/A+10.82%
2008N/A-0.45%
2007N/A+1.47%

XYLD vs TFI Drawdown Comparison

The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.

The current TFI drawdown is -1.66%.

RankXYLDTFI
#1-33.44%
Feb 19, 2020 - Mar 15, 2021
-15.49%
Mar 9, 2020 - Jul 16, 2020
#2-18.66%
Apr 4, 2022 - Mar 12, 2024
-15.42%
Jul 19, 2021 - Oct 25, 2022
#3-18.10%
Sep 20, 2018 - Jul 12, 2019
-15.12%
Sep 15, 2008 - Jan 13, 2009
#4-15.53%
Feb 19, 2025 - Oct 20, 2025
-9.72%
Sep 1, 2010 - Aug 2, 2011
#5-12.17%
Jun 22, 2015 - Jun 23, 2016
-9.09%
Nov 29, 2012 - May 14, 2014
#6-9.10%
Jan 26, 2018 - Jul 9, 2018
-6.73%
Jul 6, 2016 - Sep 7, 2017
#7-6.96%
Sep 18, 2014 - Nov 24, 2014
-6.50%
Jan 22, 2008 - Sep 15, 2008
#8-6.02%
Jan 4, 2022 - Mar 24, 2022
-3.66%
Oct 1, 2009 - Feb 25, 2010
#9-5.79%
Jul 26, 2019 - Oct 30, 2019
-3.60%
Jan 30, 2015 - Nov 30, 2015
#10-5.30%
Feb 25, 2026 - Apr 30, 2026
-3.39%
Dec 6, 2017 - Dec 24, 2018
#11-5.26%
Jan 15, 2014 - Feb 14, 2014
-3.33%
May 20, 2009 - Aug 18, 2009
#12-5.19%
Jul 18, 2024 - Aug 15, 2024
-3.18%
Feb 13, 2009 - Apr 16, 2009
#13-4.63%
Jun 23, 2016 - Jul 11, 2016
-2.95%
Jan 15, 2009 - Feb 13, 2009
#14-4.07%
Dec 29, 2014 - Feb 13, 2015
-2.84%
Jan 31, 2012 - May 2, 2012
#15-3.79%
Aug 1, 2013 - Sep 18, 2013
-2.72%
Sep 22, 2011 - Dec 8, 2011

Correlation

Correlation between XYLD and TFI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2007 - 2026)

XYLD vs TFI dividend yield comparison.

YearXYLDTFI
20263.56%1.18%
202510.51%3.32%
202411.54%3.01%
202310.51%2.41%
202213.43%1.87%
20219.07%1.71%
20207.93%1.91%
20195.76%2.14%
20187.12%2.26%
20175.18%2.16%
20163.23%2.39%
20154.65%2.40%
20144.15%2.37%
20132.49%3.35%
20120.00%4.01%
20110.00%3.53%
20100.00%4.44%
20090.00%3.75%
20080.00%3.87%
20070.00%1.18%

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